The CSM Operating System
Grow from invisible to irreplaceable CSM in
2 minutes a day.
Show your leadership what you are really capable of.
You were taught the wrong version of the job
Most CSMs are working hard at the wrong things. And that is exactly why their leadership cannot see what they deliver.
Course Correction 1
Keeping customers happy
Driving customer outcomes
Course Correction 2
Building relationships
Creating measurable value
Course Correction 3
Tracking adoption and usage
Measuring outcome progress
Course Correction 4
Creating customer dependency
Building customer capability
Course Correction 5
Reporting on activities and sentiment
Proving outcomes and attribution
The Solution
There is a better way
You don’t need another course that pulls you out of your workday or demands your free time. Overloading you with information so nothing gets implemented. You need something that fits inside the job you are already doing and changes how you do it from day 1.
Introducing: The CSM Operating System
Short
2-minute lessons deliver to your inbox every day
Actionable
One specific taks to complete on the same day.
Compounding
Small daily wins that add up to becoming irreplaceable.
Before vs. After the CSM OS
See exactly what changes when you stop winging it and start operating with a system.
Before
After
A customer portfolio that depends on hustle
A customer portfolio powered by systems
Reactive, stretched thin, and always catching up
Focused, confident, and one step ahead
Firefighting, escalations, and endless follow-ups
Prioritizing, enabling, and creating momentum
Invisible because of seemingly random efforts
Irreplaceable because of attributable impact
Living the identity-crisis version of CSM
Becoming the growth-driver version of CSM
What's inside the CSM OS
Built around the 13 capabilities that take you from invisible to irreplaceable.
Customer Discovery
Uncover what customers actually need. Not what they say they need.
Success Planning
Create a roadmap that outlines the customer success journey.
Segmentation
Build dedicated plans for different types of customers.
Customer Enablement
Building an education and training program that makes customers self-sufficient.
Customer Onboarding
Giving customers quick wins and get their buy-in for the long game.
Measuring Success
Tracking customer progress to ensure they are accomplishing their goals
Customer Prioritisation
Distributing your time where it delivers the highest returns.
Churn Risk Assessment
Surfacing at-risk accounts before they become impossible to save.
Churn Mitigation
Uncovering and eliminating the root causes of customer churn.
Demonstrating Value
Translate your work into the language every stakeholder understands.
Customer Renewals
Turning customer renewals into formality instead of a negotiation.
Customer Expansion
Identifying growth opportunities and converting them into revenue.
Proving Impact
Building the evidence that makes revenue attributable to your work.
Pricing
Choose your level of committment. Founding Member pricing ends on August 20th.